GIA

Granite Investment Advisors Portfolio holdings

AUM $618M
1-Year Est. Return 31.32%
This Quarter Est. Return
1 Year Est. Return
+31.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$510M
AUM Growth
-$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.73M
3
+$2.7M
4
AMT icon
American Tower
AMT
+$2.61M
5
RTN
Raytheon Company
RTN
+$2.58M

Top Sells

1
+$3.97M
2
+$3.58M
3
+$2.7M
4
STZ icon
Constellation Brands
STZ
+$2.69M
5
TJX icon
TJX Companies
TJX
+$2.64M

Sector Composition

1 Financials 14.73%
2 Technology 14.3%
3 Healthcare 12.68%
4 Industrials 11.39%
5 Consumer Discretionary 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.22M 0.44%
8,335
+250
77
$2.21M 0.43%
+10,592
78
$2.2M 0.43%
12,099
+502
79
$2.15M 0.42%
62,791
-4,135
80
$2.01M 0.39%
109,371
-3,236
81
$1.98M 0.39%
10,974
-5,790
82
$1.97M 0.39%
24,995
+4,115
83
$1.89M 0.37%
12,710
-3,425
84
$1.85M 0.36%
12,256
-1,405
85
$1.85M 0.36%
19,750
-932
86
$1.75M 0.34%
35,263
+12,800
87
$1.74M 0.34%
4,998
88
$1.65M 0.32%
42,560
-450
89
$1.63M 0.32%
26,461
+450
90
$1.62M 0.32%
17,730
+10,230
91
$1.55M 0.3%
+30,991
92
$1.52M 0.3%
31,816
-2,433
93
$1.37M 0.27%
307,082
-38,651
94
$1.24M 0.24%
23,180
-4,430
95
$1.19M 0.23%
13,005
-125
96
$1.17M 0.23%
19,750
-7,765
97
$1.1M 0.22%
7,929
-193
98
$1.1M 0.22%
24,652
-231
99
$1.09M 0.21%
18,096
-1,938
100
$1.09M 0.21%
3,663
-25
2 3
4
5 6